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Summit Financial Strategies’s Worthington Steel WS Stock Holding History

Summit Financial Strategies’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Hold
8,771
– – 0.02% 130
2026
Q1 		$266K Hold
8,771
– – 0.02% 132
2025
Q4 		$304K Hold
8,771
– – 0.03% 122
2025
Q3 		$267K Sell
8,771
-68
-0.8% -$2.17K 0.02% 127
2025
Q2 		$264K Hold
8,839
– – 0.02% 125
2025
Q1 		$224K Buy
8,839
+143
+2% +$4.03K 0.02% 131
2024
Q4 		$277K Sell
8,696
-4,733
-35% -$185K 0.03% 116
2024
Q3 		$457K Sell
13,429
-2,156
-14% -$74.1K 0.05% 87
2024
Q2 		$520K Buy
15,585
+68
+0.4% +$2.23K 0.06% 75
2024
Q1 		$556K Hold
15,517
– – 0.08% 70
2023
Q4 		$436K Buy
+15,517
New +$425K 0.07% 79

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit Financial Strategies's WS Position: Q2 2026 in Review

Summit Financial Strategies held its Worthington Steel (WS) position steady in Q2 2026 at 8,771 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #130.

Summit Financial Strategies first reported a position in WS in Q4 2023 and has held it in 11 quarters since. The position peaked at $556K in Q1 2024. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • Summit Financial Strategies held 8,771 shares of Worthington Steel worth $295K as of Q2 2026.
  • Summit Financial Strategies left its Worthington Steel share count unchanged in Q2 2026.
  • Worthington Steel made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #130 holding.
  • Summit Financial Strategies first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • Summit Financial Strategies's Worthington Steel position peaked at $556K in Q1 2024.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.